2020 Turnaround
With ARR coming in at 97% growth last quarter, Crowdstrike deserves the growth premium in my view. They have a leading position in their industry, and we have seen some solid volume support post most recent earnings. It looks to have been dragged down unfairly in the 2019 IPO wave, but the fundamentals tell a different story. Jumping into this one while sentiment is low.
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